See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,973 | $81,460-10.4% | $103,333-29.4% | $80,856-9.8% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.6%-4.3pp |
| Annual return | 14.68% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,494 | $3,105-51.9% | $3,868-61.4% | $2,755-45.8% |
| Participant deferral / active EE | $3,641 | $3,869-5.9% | $5,057-28.0% | $4,296-15.2% |
| Admin fee / account holder | $4,427 | $6,566-32.6% | $8,355-47.0% | $6,918-36.0% |